Use case

Manage real estate leads, listings, mandates, and follow-up in one property-aware CRM

estateTT helps agents turn scattered enquiries, client conversations, showings, seller updates, and deal activity into a clearer real estate pipeline.

Lead control
Listing and mandate visibility
Deal progress tracking

Built for solo agents, broker-linked agents, and real estate teams that need clearer visibility across leads, clients, listings, mandates, showings, and deal progress.

1

Lead control

Capture enquiries with intent, timing, and next action

2

Mandate visibility

Keep listings, showings, seller updates, and activity connected

3

Deal progress

Track follow-ups, handoffs, documents, and transaction movement

Next practical move

Start with the agent workflow, then keep client and property activity moving in one place.

View flow

Workflow journey

The agent CRM workflow

Move from lead intake to listing activity, client follow-up, and transaction progress in one property-aware pipeline.

1

Capture the enquiry

Record buyer and seller leads with property interest, budget range, location preference, timeline, financing readiness, and next action.

2

Manage client and listing activity

Track mandates, property details, showing requests, seller updates, buyer follow-up, client notes, and related documents.

3

Move deals forward

Keep offers, professional handoffs, document activity, transaction status, and follow-up tasks easier to see until completion.

estateTT AI

AI that understands an agent workspace, not just a contact list.

For agents, the newsworthy part is estateTT AI support for leads, mandates, listings, showings, client follow-up, documents, and deal movement from inside a real estate workflow.

Pipeline attention

Help identify leads, listings, showings, clients, and follow-ups that need action before they fall out of the working rhythm.

Property-linked context

Keep AI help tied to the relevant listing, mandate, client, appointment, document, or transaction stage.

Brokerage fit

Support agent productivity while respecting team visibility, permissions, and professional responsibility.

Why generic CRMs fall short for real estate agents

A real estate lead is not just a name, phone number, and email address.

A lead may involve a property, seller mandate, buyer preference, viewing request, offer, document, professional handoff, and transaction stage. estateTT keeps CRM activity closer to the property work agents actually manage.

1

Challenge

Generic CRMs miss property context

Manage leads around real estate activity

Most CRMs are built around contacts first. But real estate agents need to know which property a client asked about, what the seller expects, whether a mandate exists, whether a showing happened, and what the next deal step should be. estateTT helps agents manage leads around property context, listing activity, client intent, and transaction progress.

2

Challenge

Follow-ups disappear between WhatsApp, calls, email, and notes

Keep follow-up activity connected

A buyer asks for a viewing, a seller wants an update, another client asks about financing, and a broker needs a status report. estateTT helps agents keep follow-up activity connected to the relevant client, listing, mandate, or deal record.

3

Challenge

Mandates and seller expectations need better tracking

Monitor mandate and listing status

Unclear mandates, verbal updates, forgotten seller commitments, and scattered listing notes can create confusion and unnecessary risk. estateTT helps agents keep mandate details, seller communication, listing status, and property activity easier to monitor.

4

Challenge

Broker teams need visibility without micromanaging

Support team oversight without losing agent ownership

Brokerages need to understand what is moving, what is stuck, which listings need attention, and which clients may be falling through the cracks. estateTT supports clearer team visibility while still allowing agents to manage their own client relationships and assigned listings.

Property platform features

What estateTT supports for real estate CRM workflows

From lead intake to mandates, listings, showings, client communication, and deal movement, estateTT gives agents a more property-aware way to manage their pipeline across Caribbean real estate markets.

1

Lead intake with property intent

Capture buyer and seller enquiries with budget, location, property type, timeline, financing signals, source, and next action.

2

Mandate and listing management

Keep seller mandates, listing assignments, property details, showing activity, seller expectations, and status updates tied to the right record.

3

Follow-up and task visibility

Track client follow-ups, viewing requests, missed actions, appointment changes, and deal reminders without relying only on memory.

4

Client communication history

Keep important notes, documents, updates, and transaction context closer to the client and property record.

5

Deal and transaction tracking

Monitor offer status, document activity, professional handoffs, blockers, and next steps as the deal moves forward.

6

Brokerage-friendly oversight

Support solo agents, broker-linked agents, and teams that need shared visibility, accountability, and cleaner operational reporting.

CRM visibility with clear professional boundaries

CRM visibility with clear professional boundaries.

estateTT helps agents organize client activity, listing work, mandates, follow-ups, documents, and transaction visibility. Professional, legal, financial, tax, valuation, lending, compliance, and regulatory decisions remain with the qualified parties involved.

1

Built around property activity

Manage leads, clients, listings, mandates, showings, documents, and deal progress in one property-aware workflow.

2

Useful for solo agents and teams

Support individual agents, broker-linked agents, and brokerage environments where shared visibility and accountability matter.

3

Clear platform role

estateTT is a technology platform. It does not replace legal, financial, tax, valuation, lending, brokerage licensing, compliance, or regulatory advice.

Questions before choosing an agent CRM

Agent CRM questions, answered before leads and follow-ups get scattered.

Before choosing a CRM workflow for leads, mandates, listings, clients, and deal activity, these are common questions agents and broker teams may want answered.

Q1

Is estateTT only for lead tracking?

No. estateTT is designed to support more than basic lead capture. Agents can manage leads, mandates, listings, showings, client communication, documents, follow-ups, and deal progress in one connected workflow.

Q2

How is estateTT different from a generic CRM?

Generic CRMs usually organize contacts first. estateTT is built around real estate activity, where a lead may be connected to a property, listing, seller mandate, viewing, offer, document, or transaction stage.

Q3

Can agents and clients share visibility into progress?

Yes. estateTT can help clients stay closer to relevant status updates, documents, and next steps, reducing the need for agents to repeat the same updates across separate messages.

Q4

Does this work for solo agents and broker teams?

Yes. The workflow can support individual agents as well as broker-linked teams that need shared visibility, oversight, and accountability.

Q5

Can estateTT replace spreadsheets and scattered messaging?

That is the goal. estateTT gives agents a more organized operating layer for property-related work than spreadsheets, chat threads, disconnected notes, and generic CRM tools.

Q6

Can brokers see what agents are working on?

Yes, where the agent is linked to a brokerage workspace. Brokers can gain clearer visibility into assigned listings, activity status, client movement, and deal progress without relying only on informal updates.